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Investment Update

our current strategies for managing our investment portfolio

None of us are immune to what’s happening in the markets.

We tapped Alex Rotenberger, Investment Analyst, to answer your questions about our current strategies for managing our investment portfolio. Watch the video above to learn how we’re responding to changes in the market.

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Watch Giving with Intention

Giving with Intention

Through her donor advised fund, Mya Honeywell designed a creative way to engage her clients while giving back to her community.

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Read Q&A With Clayton Chan

Q&A With Clayton Chan

The estate planning lawyer shares his views on charitable giving, community foundations and helping clients achieve their goals.

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Read How Four Donors Responded to the Pandemic

How Four Donors Responded to the Pandemic

Donors shift their giving to meet community needs.

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Read How the SECURE and CARES Acts Affect Charitable Gift Planning

How the SECURE and CARES Acts Affect Charitable Gift Planning

You can help your clients make the most out of their gifts with the recent changes to the rules on charitable giving.

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Watch Changing the Narratives of Black, Indigenous & People of Color Through Art

Changing the Narratives of Black, Indigenous & People of Color Through Art

The Twin Cities Theatres of Color Coalition discusses the role performing arts plays in social change.

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Read Five Tips to Prepare Your Clients for Year-End Giving

Five Tips to Prepare Your Clients for End-of-year Giving

We’re here to help you and your client meet your year-end goals.

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Read Four Tips to Engage Your Clients in Family Giving

Four Tips to Engage Your Clients in Family Giving

Talking to clients about multigenerational giving can increase satisfaction and build your practice.

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Read A Donor's Generosity Helps Many Recognize Their Potential

Donor Q&A: Ray

A lifelong volunteer and community mentor shares his philosophy on the importance of giving.

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